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Morgan Stanley Direct Lending Fund

137 hedge funds and large institutions have $497M invested in Morgan Stanley Direct Lending Fund in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

3% more funds holding

Funds holding: 133137 (+4)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.26% less ownership

Funds ownership: 41.81%41.55% (-0.26%)

17% less capital invested

Capital invested by funds: $598M → $497M (-$101M)

25% less call options, than puts

Call options by funds: $2.1M | Put options by funds: $2.81M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
26
Increased
47
Reduced
43
Closed
21
Calls
$2.1M
Puts
$2.81M
Net Calls
-$708K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$836K -$64.8K -4,191 -7%
DA
52
Denali Advisors
California
$806K -$557 -36 -0.1%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$797K +$154K +9,937 +21%
ACM
54
Aquatic Capital Management
Illinois
$779K -$333K -21,544 -28%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$751K +$212K +13,706 +34%
Truist Financial
56
Truist Financial
North Carolina
$717K +$135K +8,739 +20%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$694K +$5.42K +350 +0.7%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$684K +$228K +14,709 +43%
HC
59
Hourglass Capital
Texas
$679K +$753K +48,672 New
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$616K -$686K -44,323 -50%
CEFA
61
Closed-End Fund Advisors
Virginia
$598K -$3.85M -248,615 -85%
Ameriprise
62
Ameriprise
Minnesota
$516K -$54.8K -3,543 -9%
FG
63
Fiduciary Group
Georgia
$515K +$199K +12,895 +54%
DTL
64
Dynamic Technology Lab
Singapore
$510K +$566K +36,564 New
Squarepoint
65
Squarepoint
New York
$455K +$43.5K +2,812 +9%
BPA
66
Beacon Pointe Advisors
California
$454K -$227K -14,689 -31%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$427K -$55.1K -3,562 -10%
GC
68
Guggenheim Capital
Illinois
$422K +$200K +12,908 +75%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$408K +$24.9K +1,607 +6%
ET
70
Entropy Technologies
New York
$401K -$7.33K -474 -2%
VIA
71
Virtus Investment Advisers
Connecticut
$395K +$31.1K +2,011 +8%
Northern Trust
72
Northern Trust
Illinois
$390K
ICA
73
Infrastructure Capital Advisors
New York
$363K +$248K +16,000 +160%
TI
74
TrueMark Investments
Illinois
$363K +$170K +10,985 +73%
MG
75
Marex Group
$349K -$712K -46,050 -65%